Sales unit/team (form)

  • Article

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Setup > Sales management > Sales unit/team.

Use this form to create and maintain sales units. A sales unit consists of a manager and salespeople. When you create reports or graphs for sales and management statistics, you can display data for a selected sales unit or for individual salespeople.

The following tables provide descriptions for the controls in this form.

Filters

Filter

Description

Show

Display only sales units of a specific organization or team type. The following values for the organization or team structures are available: Line, Matrix, and Project.

Show only active

Display only the active sales units. If you select this check box, you must also select the Tree control check box.

Tree control

Display the sales units in a tree view instead of a grid view.

To revert to the grid view, clear this check box.

Tabs

Tab

Description

Overview tab

View or change the sales units in the system, their managers, their parent sales units, or their status.

General tab

View or change more detailed information about the selected sales unit and its organizational type.

Buttons

Button

Description

Sales unit designer

Open the Sales unit designer form, where you can add workers to sales units or change the information about workers.

Responsibilities

Open the Responsibilities form, where you can add or change responsibilities for a sales unit or team.

Responsibility assignment

Open the Responsibilities form, where you can add or change the assignment of a responsibility for a sales unit or a team.

Fields

Field

Description

Sales unit

Enter the sales unit number for the team of workers.

Parent ID

Select the identifier for the sales unit’s parent sales unit.

Description

Enter a detailed description of the sales unit.

Name

Select the name of the worker who is responsible for the sales unit.

Active

Select this check box if the organization is considered active.

Organization type

Select the type of organization. The following values are available:

  • Line – An organization structure with a flow of authority that travels down the line while the flow of responsibility travels up the line. The hierarchy from top to bottom, for example, might be director, manager, supervisor, individual contributor.

  • Matrix – A team that does not include a manager or supervisor, but instead consists of multiple representatives from departments across an organization.

  • Project – A team of workers that have been selected to work on a specific project. Team members might have been given more management authority for the duration of the project.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).